The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AERCAP HOLDINGS NV SHS N00985106   7,577,600 80,000 SH   SOLE   80,000 0 0
ANTERO RESOURCES CORP COM 03674X106   2,148,750 75,000 SH   SOLE   75,000 0 0
ANTERO RESOURCES CORP COM 03674X106   2,865,000 100,000 SH Call SOLE   100,000 0 0
APPLOVIN CORP COM CL A 03831W108   13,055,000 100,000 SH Put SOLE   100,000 0 0
APPLOVIN CORP COM CL A 03831W108   15,013,250 115,000 SH   SOLE   115,000 0 0
ARKO CORP *W EXP 12/22/202 041242116   170,368 327,631 SH   SOLE   327,631 0 0
BGC GROUP INC CL A 088929104   3,672,000 400,000 SH   SOLE   400,000 0 0
BGC GROUP INC CL A 088929104   11,016,000 1,200,000 SH Call SOLE   1,200,000 0 0
BROADCOM INC COM 11135F101   6,015,075 34,870 SH   SOLE   34,870 0 0
BROADCOM INC COM 11135F101   6,037,500 35,000 SH Put SOLE   35,000 0 0
CHESAPEAKE ENERGY CORP COM 165167735   1,028,125 12,500 SH   SOLE   12,500 0 0
CRH PLC ORD G25508105   6,816,390 73,500 SH   SOLE   73,500 0 0
DEERE & CO COM 244199105   12,519,900 30,000 SH Put SOLE   30,000 0 0
DIGITALOCEAN HLDGS INC COM 25402D102   3,029,250 75,000 SH Call SOLE   75,000 0 0
DIGITALOCEAN HLDGS INC COM 25402D102   3,231,200 80,000 SH   SOLE   80,000 0 0
EQT CORP COM 26884L109   2,051,840 56,000 SH   SOLE   56,000 0 0
EQT CORP COM 26884L109   3,664,000 100,000 SH Call SOLE   100,000 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103   5,946,269 3,230 SH   SOLE   3,230 0 0
FLUTTER ENTMT PLC SHS G3643J108   4,982,880 21,000 SH   SOLE   21,000 0 0
FMC CORP COM NEW 302491303   3,099,180 47,000 SH   SOLE   47,000 0 0
FMC CORP COM NEW 302491303   14,836,500 225,000 SH Call SOLE   225,000 0 0
FTAI AVIATION LTD SHS G3730V105   7,974,000 60,000 SH   SOLE   60,000 0 0
GENERAL MTRS CO COM 37045V100   11,210,000 250,000 SH Call SOLE   250,000 0 0
GITLAB INC CLASS A COM 37637K108   2,577,000 50,000 SH   SOLE   50,000 0 0
GITLAB INC CLASS A COM 37637K108   3,865,500 75,000 SH Call SOLE   75,000 0 0
GLOBAL PMTS INC COM 37940X102   3,226,230 31,500 SH   SOLE   31,500 0 0
GLOBAL PMTS INC COM 37940X102   46,089,000 450,000 SH Call SOLE   450,000 0 0
INTERNATIONAL PAPER CO COM 460146103   3,663,750 75,000 SH   SOLE   75,000 0 0
ISHARES TR MSCI USA MMENTM 46432F396   15,207,000 75,000 SH Put SOLE   75,000 0 0
KODIAK GAS SVCS INC COM 50012A108   4,350,000 150,000 SH Call SOLE   150,000 0 0
LITHIUM AMERS CORP NEW COM SHS 53681J103   810,000 300,000 SH Call SOLE   300,000 0 0
NRG ENERGY INC COM NEW 629377508   4,555,000 50,000 SH   SOLE   50,000 0 0
OCCIDENTAL PETE CORP COM 674599105   2,875,932 55,800 SH   SOLE   55,800 0 0
PRIMO WATER CORPORATION COM 74167P108   3,787,500 150,000 SH   SOLE   150,000 0 0
PROSHARES TR ULTRAPRO QQQ 74347X831   7,249,000 100,000 SH Put SOLE   100,000 0 0
SHELL PLC SPON ADS 780259305   4,517,575 68,500 SH   SOLE   68,500 0 0
SHELL PLC SPON ADS 780259305   6,595,000 100,000 SH Call SOLE   100,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   45,900,800 80,000 SH Put SOLE   80,000 0 0
XPONENTIAL FITNESS INC COM CL A 98422X101   2,170,000 175,000 SH   SOLE   175,000 0 0